Allocation Views: Higher rates, new investment opportunities?
Higher interest rates, stubborn inflation and rising government borrowing costs have unsettled bond markets. But could higher yields be creating new investment opportunities?
In the latest Macro moments: Allocation views, Michael Browne is joined by Lisa Wang, Head of EMEA Investment Strategy at Franklin Templeton Investment Solutions, to discuss why the team remains positive on equities while finding renewed value in US Treasuries and UK gilts.
They explore whether inflation could prove less persistent than markets expect, where the next wave of AI investment opportunities might emerge, and…
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